Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
147+ 3.96% |
$21K - $22.6K
|
3.86K
$677K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
147+ 0.38% |
$21K - $22.6K
|
38.6K
$6.78M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
147+ 1.46% |
$21K - $22.6K
|
10.2K
$1.79M
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
147+ 1.11% |
$21K - $22.6K
|
13.3K
$2.34M
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
146+ 0.24% |
$20.9K - $22.4K
|
60.6K
$10.6M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
146+ 0.75% |
$20.9K - $22.4K
|
19.7K
$3.45M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 0.66% |
$20.7K - $22.3K
|
22.3K
$3.91M
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
144+ 10.02% |
$20.6K - $22.1K
|
1.58K
$277K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
143+ 4.8% |
$20.4K - $22K
|
3.12K
$548K
|
|
Feb 12, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
141+ 4.7% |
$20.2K - $21.6K
|
3.14K
$551K
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
140+ 4.09% |
$20K - $21.5K
|
3.56K
$625K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
139+ 2.6% |
$19.9K - $21.3K
|
5.49K
$964K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
137+ 4.76% |
$19.6K - $21K
|
3.01K
$529K
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
137+ 0.51% |
$19.6K - $21K
|
27.2K
$4.77M
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
136+ 8.39% |
$19.4K - $20.9K
|
1.76K
$308K
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
136+ 7.98% |
$19.4K - $20.9K
|
1.84K
$323K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
135+ 0.63% |
$19.3K - $20.7K
|
21.4K
$3.76M
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
132New |
$18.9K - $20.3K
|
132
$23.2K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
131+ 5.99% |
$18.7K - $20.1K
|
2.32K
$407K
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
130+ 6.4% |
$18.6K - $20K
|
2.16K
$379K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
130+ 6.04% |
$18.6K - $20K
|
2.28K
$401K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
129+ 1.76% |
$18.4K - $19.8K
|
7.46K
$1.31M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129+ 4.18% |
$18.4K - $19.8K
|
3.21K
$564K
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
128+ 0.49% |
$18.3K - $19.7K
|
26.2K
$4.59M
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
128+ 2.54% |
$18.3K - $19.7K
|
5.18K
$908K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
128+ 1.56% |
$18.3K - $19.7K
|
8.34K
$1.46M
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
127+ 1.66% |
$18.2K - $19.5K
|
7.79K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
126+ 1.88% |
$18K - $19.3K
|
6.83K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
125+ 6.67% |
$17.9K - $19.2K
|
2K
$351K
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
124+ 0.1% |
$17.7K - $19K
|
118K
$20.8M
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
123+ 2.26% |
$17.6K - $18.9K
|
5.56K
$975K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
123+ 1.71% |
$17.6K - $18.9K
|
7.32K
$1.29M
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
122+ 0.29% |
$17.4K - $18.7K
|
41.5K
$7.29M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
120+ 0.62% |
$17.2K - $18.4K
|
19.5K
$3.43M
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
119+ 1.16% |
$17K - $18.3K
|
10.3K
$1.82M
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
117New |
$16.7K - $18K
|
117
$20.5K
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
116+ 0.55% |
$16.6K - $17.8K
|
21.1K
$3.7M
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
116+ 1.78% |
$16.6K - $17.8K
|
6.64K
$1.16M
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
115+ 0.91% |
$16.4K - $17.7K
|
12.8K
$2.24M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.54% |
$16.4K - $17.7K
|
7.6K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
115+ 1.2% |
$16.4K - $17.7K
|
9.72K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 0.57% |
$16.4K - $17.7K
|
20.2K
$3.54M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
114+ 1.06% |
$16.3K - $17.5K
|
10.9K
$1.91M
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
114+ 0.76% |
$16.3K - $17.5K
|
15.1K
$2.65M
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
114+ 1.6% |
$16.3K - $17.5K
|
7.25K
$1.27M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
114+ 0.47% |
$16.3K - $17.5K
|
24.2K
$4.25M
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
113+ 0.87% |
$16.2K - $17.3K
|
13.1K
$2.29M
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
113+ 5.48% |
$16.2K - $17.3K
|
2.17K
$381K
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
113+ 0.73% |
$16.2K - $17.3K
|
15.6K
$2.74M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
111+ 0.56% |
$15.9K - $17K
|
20.1K
$3.53M
|